Kanzhun (2076 HK): A Monitor of Job Market in China
Users exceeded servers’ capacity for the third time this year. However, the positive signal is that recruiters began to grow.
334 Views
Kokusai Electric Pre-IPO - The Negatives - Can't Avoid the Cycles
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about the not...
555 Views
Leapmotor IPO Lock-Up - US$3.3bn Lockup Expiry, Everyone in the Money, CCASS Movement to Boot
Leapmotor (9863 HK) (LM) raised around US$800m in its Hong Kong IPO. The stock was listed in Sep 2022, its lockup on pre-IPO investors will expire...
504 Views
Tuhu Car IPO Trading - Lukewarm Subscription, Small Float Could Impact Trading
Tuhu Car (2007986D HK) raised around US$151m in its Hong Kong IPO. We have covered various aspects of the deal in our previous notes. In this note,...
421 Views
Monthly Chinese Express Tracker | August ASPs Plunge | Long SF / Short 'Ground'? | (September 2023)
Pricing continued to weaken for domestic "ground" parcels in August, adding to pressure on margins in Q3. However, we believe SF Holding is mostly...
500 Views